LexAurum Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,209
| Closed | -$733K | – | 311 |
|
|
2023
Q3 | $733K | Sell |
13,209
-104
| -0.8% | -$5.77K | 0.21% | 105 |
|
|
2023
Q2 | $846K | Sell |
13,313
-723
| -5% | -$45.9K | 0.25% | 85 |
|
|
2023
Q1 | $919K | Buy |
14,036
+3,427
| +32% | +$225K | 0.31% | 71 |
|
|
2022
Q4 | $654K | Hold |
10,609
| – | – | 0.23% | 97 |
|
|
2022
Q3 | $668K | Buy |
+10,609
| New | +$668K | 0.26% | 82 |
|